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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2005 | 05/2019 |
| Bofa Securities, Inc. | New York | NY | 05/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
1. LAZ ADVISORY LLC, 100 Morning Lake Drive, Lexington, SC 29072, 12/2025, Owner, DBA Name, INV REL, 40 HR/MO, 30 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-19 |
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